Wealth Planning Services

Finding good financial planning advice can be very daunting. There are multiple options to consider for hiring someone, and all of those options can have big drawbacks:

Do you hire a broker? That works for some people, but you’ll pay high commissions and you won’t even realize you are paying.

Do you hire an advisor? Advisors provide services on a monthly retainer, and those fees can get pretty expensive—and the money you spend paying on retainers could go towards your savings.

Maybe you have considered paying an hourly or one-time planning fee? You have some answers but end up with no one to help implement your plan or hold you accountable.

Jonathan Robbins Inc. can provide you with all the services you need for helping to you to develop a wealth management plan, keeping you on track with your plan and even discussing different types of investments that will ultimately keep your wealth sound.

We care about the relationship that we build with our clients. It’s not our desire to throw a plan together and then get back to you maybe six months late…that isn’t very realistic. Maybe you only need a detailed financial plan or just some financial advice to help you make an important decision, we are here help. We know your life is busy, so we will make sure that we answer your needs in a timely way. You can depend on us to help make your financial life better.

The relevant cost of having an estate/wealth management plan is small when compared to the alternative. In the end, a comprehensive estate/wealth management plan provides our clients with valuable peace of a mind.

Our Services

Most companies need more than just an accoutant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.


Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.


Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.